See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $16,575 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $10,826 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $337,745-100.0% | $337,745-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 53.6%-53.6pp | 44.1%-44.1pp | 55.8%-55.8pp |
| Annual return | 11.32% | 9.53%+1.8pp | 9.57%+1.8pp | 24.42%-13.1pp |
| Employer contribution / active EE | $1,591 | $44,170-96.4% | $39,758-96.0% | $41,338-96.2% |
| Participant deferral / active EE | $0 | $40-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $352,588-100.0% | $352,588-100.0% | $22,079-100.0% |